Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.27T
AUM Growth
+$1.29T
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,138
New
Increased
Reduced
Closed

Top Buys

1
+$46.9B
2
+$44.1B
3
+$25.5B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$20.5B
5
NVDA icon
NVIDIA
NVDA
+$16.5B

Top Sells

1
+$1.03B
2
+$830M
3
+$329M
4
VMW
VMware, Inc
VMW
+$270M
5
SGEN
Seagen Inc. Common Stock
SGEN
+$211M

Sector Composition

1 Technology 21.46%
2 Financials 10.26%
3 Healthcare 9.92%
4 Consumer Discretionary 9.08%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$146M 0.01%
1,715,786
+904,235
1377
$146M 0.01%
8,208,248
+6,001,820
1378
$145M 0.01%
1,356,462
+632,133
1379
$145M 0.01%
1,700,058
+788,897
1380
$145M 0.01%
2,711,095
+1,437,260
1381
$145M 0.01%
4,918,976
+2,325,564
1382
$144M 0.01%
6,847,532
+3,584,509
1383
$144M 0.01%
673,496
+377,940
1384
$144M 0.01%
12,127,718
+4,919,309
1385
$143M 0.01%
1,504,688
+360,299
1386
$143M 0.01%
2,072,668
+977,243
1387
$143M 0.01%
1,566,342
+737,122
1388
$143M 0.01%
6,703,642
+3,145,903
1389
$142M 0.01%
5,921,962
+3,533,967
1390
$142M 0.01%
1,575,554
+742,610
1391
$141M 0.01%
9,583,244
+5,300,707
1392
$141M 0.01%
5,045,734
+2,729,006
1393
$141M 0.01%
5,138,572
+2,677,590
1394
$141M 0.01%
4,451,644
+2,376,165
1395
$141M 0.01%
11,645,616
+5,624,831
1396
$141M 0.01%
2,470,844
+1,418,423
1397
$140M 0.01%
1,272,620
+792,499
1398
$140M 0.01%
3,434,270
+1,078,026
1399
$140M 0.01%
665,532
+359,897
1400
$140M 0.01%
2,292,084
+1,400,984
54 55
56
57 58